Getting Started

Getting Started with HaystackCRM
A User Guide to show you what you need to know to organize your data in HaystackCRM.  Store your information on your customer base and those you interac...
Thu, 24 Oct, 2019 at 12:48 PM
How to Add a Record: Company, Contact, Opportunity or Event
There are several ways to enter a new record in HaystackCRM. If you are using on your desktop or laptop, you will be able to enter a record individually or ...
Fri, 20 Jul, 2018 at 12:57 PM
Adding an email account to HaystackCRM
Access your email account while staying in HaystackCRM by importing your emails. While you are logged into your HaystackCRM account, select Edit Profile fro...
Fri, 20 Jul, 2018 at 1:05 PM